
Brian Whitaker
CFP, Trust Officer and Client Advisor with over 27 years experience in the financial industry delivering comprehensive wealth... | 3242 28th Avenue West, Seattle, United States
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Brian Whitaker’s Emails br****@co****.org
Brian Whitaker’s Phone Numbers No phone number available.
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Brian Whitaker’s Location 3242 28th Avenue West, Seattle, United States
Brian Whitaker’s Expertise CFP, Trust Officer and Client Advisor with over 27 years experience in the financial industry delivering comprehensive wealth management and strategic planning to high net worth clients. Advise a range of clients from entrepreneurs, family business owners, technology executives, doctors, and multi-generational inherited wealth.
Brian Whitaker’s Current Industry Evangelical Covenant Church North Pacific Conference
Brian
Whitaker’s Prior Industry
3m
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Merrill Lynch
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Rbc Wealth Management
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Asa Advisors
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Laird Norton Wealth Management
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North Park University
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Evangelical Covenant Church North Pacific Conference
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Work Experience

Evangelical Covenant Church North Pacific Conference
Treasurer
Wed Apr 01 2009 00:00:00 GMT+0000 (Coordinated Universal Time) — Present
North Park University
Advisory Board - School of Business and Non-Profit
Mon Jan 01 2007 00:00:00 GMT+0000 (Coordinated Universal Time) — Tue Jan 01 2013 00:00:00 GMT+0000 (Coordinated Universal Time)
Laird Norton Wealth Management
Client Advisor
Mon Sep 01 2003 00:00:00 GMT+0000 (Coordinated Universal Time) — Present
Asa Advisors
Client Advisor
Mon Jan 01 2001 00:00:00 GMT+0000 (Coordinated Universal Time) — Wed Jan 01 2003 00:00:00 GMT+0000 (Coordinated Universal Time)
Rbc Wealth Management
Financial Consultant
Wed Jan 01 1997 00:00:00 GMT+0000 (Coordinated Universal Time) — Mon Jan 01 2001 00:00:00 GMT+0000 (Coordinated Universal Time)
Merrill Lynch
Financial Consultant
Sat Jan 01 1994 00:00:00 GMT+0000 (Coordinated Universal Time) — Thu Jan 01 1998 00:00:00 GMT+0000 (Coordinated Universal Time)
3m
Sale Representative
Sun Jan 01 1989 00:00:00 GMT+0000 (Coordinated Universal Time) — Sat Jan 01 1994 00:00:00 GMT+0000 (Coordinated Universal Time)